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FISV

Fiserv Inc
FISV

1,435 hedge funds and large institutions have $63.4B invested in Fiserv Inc in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 469 increasing their positions, 618 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 100

12% more capital invested

Capital invested by funds: $56.7B → $63.4B (+$6.65B)

7% more funds holding in top 10

Funds holding in top 10: 82 → 88 (+6)

1.41% more ownership

Funds ownership: 88.27% → 89.68% (+1.4%)

0% more funds holding

Funds holding: 1,433 → 1,435 (+2)

24% less repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 618

30% less call options, than puts

Call options by funds: $398M | Put options by funds: $565M

Holders
1,435
Holders Change
+2
Holders Change %
+0.14%
% of All Funds
22.86%
Holding in Top 10
88
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.32%
% of All Funds
1.4%
New
125
Increased
469
Reduced
618
Closed
100
Calls
$398M
Puts
$565M
Net Calls
-$167M
Net Calls Change
-$171M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$635M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$491M
3
Capital World Investors
Capital World Investors
California
+$416M
4
ECU
Egerton Capital (UK)
United Kingdom
+$385M
5
N
Nuveen
North Carolina
+$244M

Top Sellers

Rank Fund Capital Flow
1
Parnassus Investments
Parnassus Investments
California
-$597M
2
VH
ValueAct Holdings
California
-$330M
3
Harris Associates
Harris Associates
Illinois
-$231M
4
BI
BlueSpruce Investments
Illinois
-$176M
5
BG
Baupost Group
Massachusetts
-$162M
Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1251
Excalibur Management
Massachusetts
$208K +$203K +1,844 New
JCIA
1252
Jackson Creek Investment Advisors
Colorado
$208K +$202K +1,837 New
LPAM
1253
Lodestar Private Asset Management
California
$207K +$201K +1,830 New
KWM
1254
KFG Wealth Management
Indiana
$206K +$196K +1,781 New
CFP
1255
Catalyst Financial Partners
Massachusetts
$206K +$200K +1,822 New
LFA
1256
Legacy Financial Advisors
Kentucky
$205K +$200K +1,815 New
CF
1257
Corrigan Financial
Rhode Island
$204K -$19.8K -180 -9%
WTA
1258
Washington Trust Advisors
Massachusetts
$204K -$2.31K -21 -1%
IEFM
1259
IQ EQ Fund Management
Ireland
$203K +$198K +1,796 New
VCM
1260
Virtue Capital Management
Tennessee
$203K +$189K +1,714 New
BAM
1261
Berkshire Asset Management
Pennsylvania
$203K +$197K +1,792 New
CW
1262
CreativeOne Wealth
Kansas
$201K -$138K -1,253 -41%
WPWM
1263
Western Pacific Wealth Management
Illinois
$200K – – –
RIA
1264
Richwood Investment Advisors
Ohio
$200K +$195K +1,770 New
2L
1265
25 LLC
Missouri
$192K +$176K +1,604 New
TPCW
1266
TD Private Client Wealth
New York
$189K -$11.9K -108 -6%
PPC
1267
Park Place Capital
Alabama
$188K – – –
GITFIT
1268
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$186K +$182K +1,650 New
CWP
1269
Concord Wealth Partners
Virginia
$183K -$18.9K -172 -10%
AA
1270
Alta Advisers
United Kingdom
$181K – – –
SSB
1271
Sandy Spring Bank
Maryland
$180K – – –
SWA
1272
Sutton Wealth Advisors
Florida
$175K -$2.42K -22 -1%
BAM
1273
Bellevue Asset Management
Washington
$174K – – –
CFGS
1274
Concourse Financial Group Securities
Alabama
$173K -$3.52K -32 -2%
TCOV
1275
Trust Company of Vermont
Vermont
$171K -$6.49K -59 -4%
49 50
51
52 53

FISV Hedge Fund Activity: Q1 2023 in Review

1,435 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2023, worth a combined $63.4B — up 12% from $56.7B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new FISV positions and 100 closed out — a net gain of 25 holders — while 469 added to existing stakes and 618 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $635M. The largest seller was Parnassus Investments, cutting an estimated $597M.

  • 1,435 institutional investors held Fiserv Inc (FISV) as of Q1 2023, up from 1,433 in Q4 2022.
  • Funds reported $63.4B of Fiserv Inc stock for Q1 2023, up 12% quarter-over-quarter.
  • 125 funds opened new Fiserv Inc positions in Q1 2023 and 100 closed out, a net change of +25 holders.
  • The largest Fiserv Inc buyer in Q1 2023 was Fidelity Investments, an estimated $635M added.
  • The largest Fiserv Inc seller in Q1 2023 was Parnassus Investments, an estimated $597M sold.

Based on aggregated 13F filings for Q1 2023.